Roth Financial Group, Merritt Island, Florida

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Why You Might Need Disability Income Insurance

This article explains how an individual disability income insurance policy can help provide income if a disability leaves you unable to work.
When You Can’t Speak for Yourself

Discover how a living will and durable powers of attorney for health care and finances can help ensure your wishes are carried out.
Will vs. Trust: Know the Difference

Wills and trusts can each help in the distribution of assets at death. This article points out important differences between the two.
SECURE Act Changes That Matter to Small Employers

The SECURE Act could make it easier and more affordable for business owners to provide retirement plans and help their employees save for retirement.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.